Level of experience: Mid to Sr. (8-10 years+ of experience)
Industry experience: Fixed Income, Finance, Wealth management, Investment management
Role experience: Technology Business Analyst
Functional Tools/Technologies: FactSet, Bloomberg Terminal, data mapping technologies, fixed income domain data providers
Requested Start Date: ASAP
Duration: 6 months to begin; open to ongoing engagement beyond that based on individual fit/project availability
Location
Baltimore MD onsite 3 days a week; hybrid WFH 2 days a week
*No T&L reimbursement for living out of area and commuting in*
Description/Summary
Migrate reference data providers from FactSet to Bloomberg for the Fixed Income business unit.
The effort is to analyze, identify and document the existing business processes, technology tools, internal and external connections, and data values leveraged by a Brown Advisory business unit (Fixed Income) of a specific reference data provider’s (FactSet) data sets. The analysis and documentation will be then used to define a new set of business processes, potentially technology toolset, and relevant data values using another reference data provider’s (Bloomberg) data sets.
High-Level Tasks
Map and document current processes/fields/reports in FactSet
Perform mapping exercise to Bloomberg
Capture requirements, screenshots, voice of end user, to determine all key dependencies and needs for the migration
Documentation
Escalation of issues and risks, collaboration with key stakeholders for resolution and recurrence prevention
Monitoring, analysis, and SLA management related to audit replies/responses
Providing status updates, supporting creation of presentation slides